Top advisors focused on life insurance needs analysis in Hawaii

Christopher Rine is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley and Cetera Advisors LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house Research team and combines advisory services with insurance, cash-management, and lending products.

Jennifer Cabo is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Bankoh Investment Services, Inc. since 2013. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions with specialized retirement and fiduciary capabilities.

John Roberson is a financial advisor at 1919 Investment Counsel, LLC with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at 1919 since 2018, following six years at Rand & Associates. 1919 Investment Counsel is an SEC-registered adviser managing approximately $23.9 billion for individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and family office services, employing a core and satellite investment approach with a focus on liquid mid- and large-cap equities and investment-grade fixed income.

Cade Cherry is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Pacific Life for 14 years. Outside of his advisory role, he is involved in a family partnership managing his mother’s household affairs and co-owns a vacation home in Hawaii with his wife. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is recognized for its extensive network of advisors and branches, as well as its affiliated capabilities beyond advisory services, including trust services and securities-based lending.

Christina Hom is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2007. Outside of her advisory role, she serves as a board member for the Hawaii International Film Festival and owns a restaurant called Taco Junction in Honolulu. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques and offers both retail and institutional investment services.

Aden Partee is a financial advisor at JEHM Wealth & Retirement, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial and Chick-fil-A in various roles. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients with comprehensive financial planning, consulting, and discretionary portfolio management. The firm employs client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.

Don Larson is a CFP® with 19 years of experience in the financial advisory industry. He is the founder of Larson Wealth Management, LLC, where he has worked since 2011. Outside of his advisory practice, Larson owns and manages a bookkeeping and tax preparation business and serves as secretary and treasurer of a private company. Larson Wealth Management provides investment supervisory and consulting services to a diverse client base, including high-net-worth individuals, family offices, and institutional clients such as pension and profit-sharing plans. The firm employs customized strategic asset allocation using mutual funds and ETFs and combines fundamental and technical analysis with regular portfolio reviews.

Malissa Mc Nanna is a financial advisor with Black Knight Wealth Management, LLC and holds a Series 65 designation. She has four years of industry experience and has previously worked at Optivise Advisory Services, LLC, OnPointe Advisory and Financial Services LLC, and Vision Advisors, Inc. Outside of her advisory role, she is involved with Vision Advisors, Inc., where she recruits agents, conducts product training, and provides sales support for annuity and life insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis while reviewing portfolios monthly.

Gregory Smarr is the sole advisor at Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has operated Smarr Financial Services since 2004. Outside of advisory work, he has been involved in selling various insurance products through multiple agencies. Smarr Financial Services provides financial planning and investment supervisory services to individuals, high net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also functions as an insurance agency, offering life, disability, long-term care, group life and health products, and fixed annuities. Its investment approach emphasizes fundamental analysis and long-term buy-and-hold strategies supplemented by moderate trading across a range of asset classes.

Jacob Binner is a financial advisor at BinnerInvestments with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Fidelity, Merrill Lynch, and E*Trade Securities. BinnerInvestments provides portfolio management and financial planning services primarily to individuals and high-net-worth clients, employing a long-term trading approach that incorporates various analysis methods across a range of investment types. The firm prepares investment policy statements, seeks discretionary trading authority, and offers both one-time financial plans and ongoing management.